How To Select An Estate-Planning Attorney

Daren Brown
By Daren Brown | March 19, 2019

AssetsTaking the time and effort to undertake estate planning enables you to be prepared in case something happens in the future. You can protect your family, transfer property quickly, and minimize the costs involved. This type of planning, however, is not usually something an individual can do without professional assistance. Hiring an estate-planning attorney will ensure your wishes are properly documented and legally binding.

How Do You Select an Estate Planning Attorney?

  • Ask family members, friends and neighbors for referrals. Many people plan their estates every year. Someone in your family or social circle has done this at some point in the past. Talk with them and see who they recommend going with. Also, ask them if they have anyone they do not recommend and why.

  • Choose an attorney that is licensed to work in your state. Your mother's attorney in Arizona might be the best attorney she has ever worked with, but if you live in Texas, that attorney is not going to be of much help for you, unless he or she is licensed in the Lone Star State.

  • Get references from the attorney. You are going to be paying this attorney to provide a service. You want to verify that he or she can do this kind of work. Talking with references gives you the chance to get an honest assessment, plus it puts the attorney on notice that you expect the best treatment possible.

  • Think about the experience of the attorney. It might seem logical to go with an older attorney who has decades of experience. However, will that attorney be around when the time comes to handle your estate? Going with a slightly younger attorney with a good deal of experience is a good alternative. Of course, if you use a law firm with multiple attorneys, this would not be a problem.

  • Go with your gut. It is a good idea to speak with two or three attorneys before making a final choice. At that point, you should consider which would be the best choice for your needs.

If you are thinking about how to manage your estate, it is time to talk with an experienced attorney. Call on the experts at Stockard, Johnston, Brown & Netardus, P.C. Our team can help you identify the best ways to ensure your wishes are carried out.


Topics: Estate Planning